OneAscent Large Cap Core ETF $OALC Shares Acquired by OneAscent Wealth Management LLC

OneAscent Wealth Management LLC lifted its holdings in OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 8.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,161,419 shares of the company’s stock after purchasing an additional 92,137 shares during the period. OneAscent Large Cap Core ETF accounts for about 13.7% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest holding. OneAscent Wealth Management LLC owned approximately 21.00% of OneAscent Large Cap Core ETF worth $41,172,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of OALC. OneAscent Financial Services LLC lifted its stake in shares of OneAscent Large Cap Core ETF by 103.3% in the 4th quarter. OneAscent Financial Services LLC now owns 2,545,390 shares of the company’s stock valued at $90,234,000 after purchasing an additional 1,293,607 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in shares of OneAscent Large Cap Core ETF by 249.2% in the 3rd quarter. Envestnet Asset Management Inc. now owns 44,887 shares of the company’s stock valued at $1,562,000 after purchasing an additional 32,033 shares during the last quarter. Jones Financial Companies Lllp lifted its stake in shares of OneAscent Large Cap Core ETF by 330.8% in the 3rd quarter. Jones Financial Companies Lllp now owns 22,077 shares of the company’s stock valued at $763,000 after purchasing an additional 16,952 shares during the last quarter. TrueWealth Advisors LLC lifted its stake in shares of OneAscent Large Cap Core ETF by 15.2% in the 4th quarter. TrueWealth Advisors LLC now owns 115,171 shares of the company’s stock valued at $4,083,000 after purchasing an additional 15,235 shares during the last quarter. Finally, Susquehanna International Group LLP lifted its stake in shares of OneAscent Large Cap Core ETF by 119.7% in the 3rd quarter. Susquehanna International Group LLP now owns 18,931 shares of the company’s stock valued at $659,000 after purchasing an additional 10,316 shares during the last quarter.

OneAscent Large Cap Core ETF Trading Down 3.1%

OALC stock opened at $39.77 on Friday. OneAscent Large Cap Core ETF has a 1 year low of $30.97 and a 1 year high of $41.27. The company has a fifty day simple moving average of $38.10 and a 200 day simple moving average of $36.49. The firm has a market cap of $226.69 million, a PE ratio of 25.77 and a beta of 0.95.

OneAscent Large Cap Core ETF Company Profile

The OneAscent Large Cap Core ETF (OALC) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed portfolio of US large-cap companies screened and selected for its value-based philosophy and fundamental evaluation. The fund seeks capital appreciation. OALC was launched on Nov 16, 2021 and is managed by Oneascent.